Motilal Oswal Business Cycle Fund-Reg(G)
Scheme Returns
6.15%
Category Returns
11.91%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Motilal Oswal Business Cycle Fund-Reg(G) | 1.11 | 1.15 | 6.15 | 10.81 | 0.00 | 0.00 | 0.00 | 0.00 | 22.26 |
| Equity - Thematic Fund - Other | -7.05 | -3.66 | 11.91 | 10.43 | 5.11 | 20.61 | 15.94 | 24.07 | 12.66 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Motilal Oswal Asset Management Company Limited
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Fund
Motilal Oswal Mutual Fund
Snapshot
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Inception Date
27-Aug-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
78,330.67
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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Scheme Type
Open ended scheme
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Min. Investment
₹500
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Exit Load
1
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Latest NAV
12.1134
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Fund Manager
Mr. Ajay Khandelwal
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Fund Manager Profile
--
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Fund Information
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AMC
Motilal Oswal Asset Management Company Limited
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Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025
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Phone
022 40548002
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Fax
022-22816161
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Email
amc@motilaloswal.com
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Website
http://www.motilaloswalmf.com/
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
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Phone
(040) 23312454 23320751 23320752
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Fax
(040) 23311968
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Email
customercare@karvy.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Net Receivables / (Payables) | 48620.9 | 27.85 |
| Coforge Limited | 18262.5 | 10.46 |
| Shaily Engineering Plastics Limited | 15300 | 8.77 |
| Trent Limited | 15000.25 | 8.59 |
| Polycab India Limited | 13800 | 7.91 |
| Persistent Systems Limited | 13648 | 7.82 |
| Kalyan Jewellers India Limited | 13350.11 | 7.65 |
| Healthcare Global Enterprises Limited | 9842.88 | 5.64 |
| CG Power and Industrial Solutions Limited | 8971.51 | 5.14 |
| PG Electroplast Limited | 8442.98 | 4.84 |
| Dixon Technologies (India) Limited | 7626.65 | 4.37 |
| One 97 Communications Limited | 6918 | 3.96 |
| Bharti Airtel Limited | 5653.2 | 3.24 |
| Bajaj Holdings & Investment Limited | 4338.3 | 2.49 |
| Sky Gold And Diamonds Limited | 4053.66 | 2.32 |
| V2 Retail Limited | 3374.8 | 1.93 |
| Onesource Specialty Pharma Limited | 2844.63 | 1.63 |
| Supreme Petrochem Limited | 1616.69 | 0.93 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Others | 31.09% |
| IT | 18.03% |
| Diamond & Jewellery | 9.9% |
| Plastic Products | 8.77% |
| Electricals | 7.91% |
| Healthcare | 7.27% |
| Capital Goods | 5.14% |
| Consumer Durables | 5.08% |
| Retailing | 3.39% |
| Finance | 2.49% |
| Chemicals | 0.93% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 491.32 | 5.45 | 9.79 | -6.45 | 12.86 | 0 |
| Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION | 63.08 | 3.99 | 8.96 | -0.6 | 10.41 | 17.55 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | 6 | 11.23 | 0.58 | 9.36 | 22.91 |
| Axis Innovation Fund - Regular Plan - Growth Option | 1359.02 | 6.1 | 8.92 | -1.31 | 8.52 | 17.68 |
| Nippon India Quant Fund -Growth Plan - Growth Option | 36.31 | 3.83 | 12.17 | 0.9 | 8.47 | 24.06 |
| HSBC Business Cycles Fund - Regular Growth | 566.37 | 6.95 | 16.75 | -0.65 | 7.95 | 26.48 |
| Edelweiss Recently Listed IPO Fund - Regular Plan Growth | 872.15 | 6.44 | 9.65 | -5.52 | 7.33 | 16.09 |
| Franklin India Opportunities Fund - Growth | 681.73 | 4.73 | 12.02 | -0.27 | 7 | 34.89 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | 4.31 | 15.55 | 3.02 | 6.67 | 28.62 |
| DSP Quant Fund - Regular Plan - Growth | 1227.27 | 3.26 | 7.95 | -2.43 | 6.22 | 12.66 |
Other Funds From - Motilal Oswal Business Cycle Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 27780.18 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 26028.34 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 25880.7 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24488 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 23703.68 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 22897.62 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 20055.68 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 18604.02 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 15940.06 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 14445.55 | 6.55 | 8.62 | -6.65 | 15.96 | 33.07 |